Not Just Stocks, Bonds and Commodities: How REITs* and InvITs Are Finding a Place in Mutual Funds
Last Updated On: 13 Feb 2026
Reflecting the growing acceptance of these instruments, As of Dec 2025, HDFC Balanced Advantage Fund has a notable exposure to REITs and InvITs amounting to INR 1644.5 crores* in market value accounting for 1.52% of the portfolio.
*Source: MFI Explorer
| HDFC Balanced Advantage Fund (An open ended balanced advantage fund) is suitable for investors who are seeking* |  |
To generate long-term capital appreciation / income Investments in a mix of equity and debt instruments | |
*Investors should consult their financial advisers, if in doubt about whether the product is suitable for them. #For latest Riskometer, investors may refer to the Monthly Portfolios disclosed on the website of the Fund viz. www.hdfcfund.com Scheme Riskometer as on January 31, 2026 |
Views expressed above are indicative and should not be construed as investment advice or as a substitute for financial planning. Due to the personal nature of investments, investors are advised to seek professional advice before investing.
MUTUAL FUND INVESTMENTS ARE SUBJECT TO MARKET RISKS, READ ALL SCHEME RELATED DOCUMENTS CAREFULLY.
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